LF
IBMN

Lantz Financial’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Lantz Financial’s Portfolio IBMN Stock Details IBMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-40,889
Closed -$1.1M – 252
2025
Q3 		$1.1M Buy
40,889
+2,596
+7% +$69.5K 0.24% 108
2025
Q2 		$1.02M Buy
38,293
+1,173
+3% +$31.3K 0.26% 97
2025
Q1 		$993K Buy
37,120
+1,198
+3% +$32K 0.27% 94
2024
Q4 		$956K Buy
35,922
+8,068
+29% +$215K 0.25% 94
2024
Q3 		$743K Buy
27,854
+3,374
+14% +$89.8K 0.2% 110
2024
Q2 		$648K Sell
24,480
-1,002
-4% -$26.5K 0.2% 106
2024
Q1 		$674K Buy
25,482
+4,794
+23% +$127K 0.22% 103
2023
Q4 		$549K Buy
+20,688
New +$544K 0.2% 108

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Lantz Financial's IBMN Position: Q4 2025 in Review

Lantz Financial sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 40,889 shares — an estimated $1.1M sold.

Lantz Financial first reported a position in IBMN in Q4 2023 and held it in 8 quarters. The position peaked at $1.1M in Q3 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Lantz Financial reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Lantz Financial sold 40,889 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $1.1M.
  • Lantz Financial first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2023 and held it in 8 quarters.
  • Lantz Financial's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.1M in Q3 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Lantz Financial's 13F filing for Q4 2025, filed 14 Jan 2026.